See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,090 | $72,492+72.6% | $87,100+43.6% | $72,985+71.4% |
| Participation rate | 94.1% | 72.8%+21.3pp | 76.9%+17.2pp | 69.5%+24.6pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.00%-81.0pp |
| Employer contribution / active EE | $6,277 | $1,894+231.4% | $2,521+148.9% | $2,440+157.3% |
| Participant deferral / active EE | $13,283 | $3,270+306.3% | $4,049+228.1% | $3,607+268.2% |
| Admin fee / account holder | $2,308 | $5,055-54.3% | $7,497-69.2% | $5,124-55.0% |